Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
10.96%
6 Months
29.13%
14.84%
1 Year
20.96%
16.93%
3 Years
17.22%
—
5 Years
—
—
Since Inception
23.59%
20.33%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹147.56 Cr
₹214.05 Cr
Alpha – 1 Year
16.24%
12.21%
Alpha – 3 Years
5.13%
—
Information Ratio – 3 Years
0.33
0.51
Volatility – 1 Year
30.80%
22.29%
Volatility – 3 Years
25.65%
21.03%
Beta – 1 Year
1.54
0.97
Beta – 3 Years
1.41
0.97
Sharpe Ratio – 1 Year
0.58
0.57
Sharpe Ratio – 3 Years
0.54
0.72
Worst Rolling Year
15.38%
18.92%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−28.52%
−27.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 63% · M 11% · S 17%
L 12% · M 21% · S 55%
Number of Stocks
18
25
Portfolio P/E
—
38.40
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%